Jp Morgan Wealth Management - Private Client jobs at Jpmorgan in United States, San Jose
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Job type
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Job title (1)
United States
State
San Jose
61 jobs found
10.06.2025
JPM
JPMorgan JP Morgan Wealth Management – Private Client United States, California, San Francisco
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Develop strong business relationships through proactive calling of prospects and existing clients. Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate client...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
The JP Morgan Wealth Management Private Client role in the tech industry in JPMorgan in the United States, San Jose is a unique opportunity to combine technical knowledge and financial services expertise to serve the needs of high-net-worth individuals. The Private Client role delivers superior client service and is responsible for the management of investments, tailored advice, and offering innovative strategies and solutions.
This role requires a strong technology background, with the ability to comprehend technical and financial concepts involved in the development of software and hardware solutions for finance and investments. The person in this role will help develop and implement custom private banking solutions for their clients, with a focus on the tech industry. This will include developing customized solutions for both private and institutional clients, as well as analyzing risk and providing investment guidance.
In this role, the successful candidate will have to stay abreast of and leverage emerging technologies, create strategies for clients, and collaborate with technologists, quantitative analysts, and other professionals to deliver innovative services. Furthermore, they will also be expected to understand operational processes and new regulations in the tech industry.
We at Expoint are looking for a passionate individual who has a deep understanding of the tech and financial industries, possesses excellent communication and customer service skills, and can demonstrate creative thinking in developing solutions. If you’re interested in this exciting role with JP Morgan Wealth Management, we invite you to apply now.